More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Leah Price serves as vice president of the Tinman AI Platform at Better. Previously, she led the Office of Fintech and the Office of the Chief AI Officer at the Federal Housing Finance Agency. Earlier in her career, Leah held leadership roles at Figure Technologies and at Fannie Mae.
February 10
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A federal judge rejected Stifel's bid to dismiss a FINRA penalty. The firm has paid millions to former clients, with 20 more cases still in the works.
February 10
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Financial Planning announces its 2026 class of the top 40 most productive employee brokers under age 40 at regional U.S. firms.
February 10
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Nick Francia of UBS, Matthew Gallo of Merrill and Ryan Bass of Raymond James all once felt their youth to be a perceived liability. Now, in an industry with an imminent retirement wave, they see it as an asset.
February 10
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Financial Planning announces its 2026 class of the top 40 most productive employee wealth management brokers under the age of 40.
February 10
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Over a third of all advisors plan to retire in the next few years, leaving an industry gap tens of thousands short of anticipated demand. How can firms keep up?
February 9
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Sally Breyley Parker is co-founder of TimeZero Enterprises, which helps organizations flourish as living systems by creating conditions for collective wisdom and adaptive capacity to emerge.
February 9
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Medical inflation is projected to climb at double the rate of Social Security cost-of-living adjustments, leaving a growing number of retirees with a shrinking share of their benefits.
February 9
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The industry often struggles to help prospective professionals find their place, a challenge experts say is a crucial competitive priority for the future.
February 9
